Best Financial Advisors in CONCORD, Massachusetts
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in CONCORD
CAPE ANN CAPITAL, INC.
CONCORD, MA · Since 2006
CONCORDIA WEALTH MANAGEMENT, LLC
CONCORD, MA · Since 2013
USA MUTUALS ADVISORS, INC.
CONCORD, MA · Since 2004
COVALENT PARTNERS LLC
CONCORD, MA · Since 2006
TWELVE POINTS WEALTH MANAGEMENT
CONCORD, MA · Since 2017
BAY COLONY ADVISORS
CONCORD, MA · Since 2016
MONUMENT GROUP WEALTH ADVISORS, LLC
CONCORD, MA · Since 2001
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in CONCORD?
The median advisory fee in CONCORD, MA is 0.95% of assets under management per year, based on Form ADV filings from 7 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.